Know Your PMS · Monthly tearsheet
A4
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_202668 months filedBM: BSE500TRIBM: BSE 500 TRIBM: Benchmark
CAGR
15.17%
Total return
122.59%
Max drawdown
-13.17%
Sharpe
1.19
Sortino
1.26
Calmar
1.15
Win months
69.12%
Best / worst month
14.0% / -7.3%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | 2.70% | -1.60% | -7.32% | 13.99% | 5.10% | -2.17% | -1.37% | 3.66% | -4.85% | – | – | – | 6.79% |
2025 | -1.99% | -7.05% | 3.39% | -0.08% | 3.46% | 4.46% | 1.33% | -1.31% | 5.08% | 6.23% | 0.02% | 2.52% | 16.43% |
2024 | 1.20% | 1.21% | 2.33% | 1.33% | 2.63% | 5.58% | 0.33% | 1.24% | 2.33% | -2.19% | 1.25% | 6.16% | 25.76% |
2023 | 0.43% | -0.24% | 2.66% | 2.18% | 4.98% | 2.80% | 3.36% | -0.99% | 0.20% | -2.50% | 7.02% | 5.61% | 28.16% |
2022 | -3.76% | -2.48% | 5.21% | -2.59% | -4.10% | -5.87% | 7.65% | 2.29% | -4.19% | 2.28% | 2.05% | -2.26% | -6.55% |
2021 | – | 2.23% | 0.25% | 2.57% | 1.89% | 2.94% | 0.86% | 3.90% | 0.08% | 2.36% | -0.24% | 0.67% | 18.87% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | Jun_2022 | May_2023 | 13.17% | 16 mo |
| Jan_2025 | Feb_2025 | Jun_2025 | 8.90% | 5 mo |
| Feb_2026 | Mar_2026 | Apr_2026 | 8.80% | 2 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.85% | 1 mo · open |
| Jun_2026 | Jul_2026 | Aug_2026 | 3.51% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
12.50%
Downside deviation
12.06%